ClickSend SMS + Insightly

Send sms via ClickSend SMS for updated records in Insightly

Stay connected with your Insightly records with this easy workflow. When a field update occurs in Insightly, it initiates an instant SMS notification via ClickSend SMS. This way, you can track changes in real-time and stay updated without having to manually check for updates. Perfect for maintaining efficient communication and streamlining your record-keeping process.

When this happens...
Updated Field on Record
Triggers when a field of your choosing (i.e. email address, status) is updated on any record of a specified Insightly object (ie. Contact, Lead, Opportunity, etc.).
TriggerInstant
automatically do this!
Send SMS
Sends a new SMS.
ActionWrite

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Supported triggers and actions

What does this mean?

- Insightly ObjectRequired
Trigger
Instant
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- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
- Insightly ObjectRequired
- Search ByRequired
- Search ValueRequired
Action
Search
- Contact ListRequired
- First Name
- Last Name
- Phone Number
- Email
- Fax Number
- Organization Name
- Custom 1
- Custom 2
- Custom 3
- Custom 4
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Country
Action
Write

- Contact ListRequired
- Contact IDRequired
Action
Write
- ToRequired
- FromRequired
- Custom String
- PDF File UrlRequired
Action
Write

- Campaign NameRequired
- List NameRequired
- From
- Media URLRequired
- SubjectRequired
- MessageRequired
- Schedule
Action
Write
- Custom String
- PDF File UrlRequired
- Priority
- Template Used
- Colour
- Duplex
- Address NameRequired
- Line 1Required
- Line 2
- CityRequired
- State
- Postal CodeRequired
- CountryRequired
- Return AddressRequired
Action
Write
- Campaign NameRequired
- List NameRequired
- From
- MessageRequired
- Schedule
Action
Write
- ToRequired
- MessageRequired
- Language
- VoiceRequired
- From
- Schedule
- Custom String
Action
Write
Update Contact
This action updates a contact in ClickSend SMS using the phone number as a unique identifier. It updates all standard fields related to a contact and only performs the update if the contact exists.
Action
Write
- List NameRequired
Action
Search
- Contact ListRequired
- Phone NumberRequired
Action
Search

- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Trigger
Instant
Try It
- Insightly ObjectRequired
Action
Write
New Incoming SMS
Triggers when a new incoming sms is received.
Trigger
Instant
Try It
- List NameRequired
Action
Write
- Contact ListRequired
Action
Write
- ToRequired
- SubjectRequired
- BodyRequired
- Schedule
- From
- Custom String
- Media URLRequired
Action
Write
- PDF File UrlRequired
- Address NameRequired
- Line 1Required
- Line 2
- CityRequired
- State
- Postal CodeRequired
- CountryRequired
- Return AddressRequired
- Custom String
- Priority
Action
Write
- ToRequired
- MessageRequired
- Schedule
- From
- Custom String
- Contact ID
Action
Write
- Contact List NameRequired
- MessageRequired
- Schedule
- From

ClickSend SMS + Insightly

Send sms via ClickSend SMS for updated records in Insightly

Supported triggers and actions

Deleted Record

Updated Field on Record

Create Record

Find Record

Create Contact

Delete Contact

Send Fax

Send MMS Campaign

Send Letter

Send SMS Campaign

Send Voice

Update Contact

Search Contact Lists

Search Contact by Phone

New Record

Updated Record

Update Record

New Incoming SMS

Create Contact List

Delete Contact List

Send MMS

Send Postcard

Send SMS

Send SMS to Contact List